Plan Snapshot
- Plan Sponsor: The Humane Society Of The United States
- Sponsor EIN: 530225390
- Sponsor Address: 1255 23RD STREET, NW, WASHINGTON, DC, 20037
- Plan Type: 401(k)
- Total Participants: 553
- Total Assets: $77.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 553 | $77.4M | $3.1M | $5.4M |
| 2023 | 506 | $64.9M | $3.0M | $5.1M |
| 2022 | 489 | $52.7M | $3.1M | $4.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA PC | Auditor | $28,460 | — | $28,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,460
- Estimated Expense Ratio: 0.037% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $208,107 | $73,710 | — | $28,460 | — |
| 2023 | $151,824 | $67,352 | — | $11,478 | — |
| 2022 | $196,056 | $5,101 | — | — | — |